AC

Arjuna Capital Portfolio holdings

AUM $379M
1-Year Est. Return 14.99%
This Quarter Est. Return
1 Year Est. Return
+14.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$353M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$2.86M
3
+$2.76M
4
AMGN icon
Amgen
AMGN
+$2.53M
5
CL icon
Colgate-Palmolive
CL
+$2.03M

Top Sells

1
+$7.15M
2
+$4.22M
3
+$3.28M
4
V icon
Visa
V
+$2.66M
5
KMB icon
Kimberly-Clark
KMB
+$1.99M

Sector Composition

1 Technology 29.1%
2 Financials 13.77%
3 Healthcare 13.55%
4 Consumer Discretionary 10.61%
5 Communication Services 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$731K 0.21%
3,347
+933
77
$717K 0.2%
9,136
+6,042
78
$662K 0.19%
17,359
+7,950
79
$595K 0.17%
7,697
+3,496
80
$548K 0.16%
3,596
81
$498K 0.14%
+25,829
82
$490K 0.14%
+17,770
83
$472K 0.13%
+2,663
84
$427K 0.12%
2,636
+112
85
$409K 0.12%
+1,655
86
$358K 0.1%
+6,711
87
$347K 0.1%
20,645
+269
88
$340K 0.1%
9,258
-8,099
89
$332K 0.09%
68,635
+2,858
90
$308K 0.09%
+5,835
91
$308K 0.09%
+1,974
92
$281K 0.08%
+1,080
93
$271K 0.08%
+2,461
94
$269K 0.08%
279
+18
95
$236K 0.07%
1,770
+88
96
$145K 0.04%
431
97
$92.7K 0.03%
+946
98
$41K 0.01%
195
99
$19.5K 0.01%
+182
100
$13.7K ﹤0.01%
+145
1 2 3
4
5